The right people do the right things — and everything is on the record.
Give each person exactly the access their job needs. Sensitive information is masked unless permitted, money movements need a second person, and every change is logged with who, when and what.
Step by step
- Invite usersEach with a system or custom role.
- Tune permissionsView, edit and approve rights by area, plus approval limits.
- Protect sensitive dataSINs, bank accounts and ID numbers masked by default.
- Review activityThe audit log and user activity report.
What changes
- Least-privilege access for every role
- Clear accountability
- Evidence for auditors and investors
Used by
- Owners
- Compliance officers
- IT advisors
Capabilities
System and custom roles
Owner, underwriter, servicing, read-only and your own.
Permission matrix
Area-by-area control.
Two-step sign-in
Code verification and single active session.
Dual control
Distributions, transfers, banking changes and large bill payments.
Audit trail
Every setting, loan, payment and approval change.
Activity report
Who did what, filterable by user and period.
Questions about roles, permissions & audit trail
Can we create our own roles?
Yes. Clone a system role and adjust its permissions, or build one from scratch.
Works together with
FINTRAC & KYC
Client identification, PEP and sanctions screening, risk ratings, periodic reviews, FINTRAC report preparation and your compliance program for mortgage lenders.
Learn more →Trust transfers
Transfer the company's earned spread and fees from trust to operating, with the maximum calculated for you and a different person required to approve.
Learn more →Investor distributions
Pay each investor their share of interest collected at their own rate, hold shares on unpaid loans, apply management and referral fees and pay by EFT or cheque.
Learn more →See your loan book in Amortivo.
A 30-minute walkthrough with your own scenarios — origination to investor payout.